GMA
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Glassy Mountain Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Glassy Mountain Advisors’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,200
Closed -$154K – 178
2022
Q4 		$154K Buy
+8,200
New +$148K 0.08% 71

Other funds holding SAMG

LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Glassy Mountain Advisors's SAMG Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Silvercrest Asset Management (SAMG) in Q1 2023, closing a stake of 8,200 shares — an estimated $154K sold.

Glassy Mountain Advisors first reported a position in SAMG in Q4 2022 and held it in 1 quarter. The position peaked at $154K in Q4 2022. 85 funds tracked by Wall St. Rank hold SAMG as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining Silvercrest Asset Management position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 8,200 Silvercrest Asset Management shares in Q1 2023, an estimated $154K.
  • Glassy Mountain Advisors first reported a position in Silvercrest Asset Management in Q4 2022 and held it in 1 quarter.
  • Glassy Mountain Advisors's Silvercrest Asset Management position peaked at $154K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.